Certified Advisory Corp Portfolio Holdings
Certified Advisory Corp
- $1.03 Billion
- Q3 2025
Certified Advisory Corp has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $44.4M, Invesco Qqq Trust, Series 1 with a value of $35.9M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.2M, Vanguard Value ETF with a value of $24.7M, and Ishares Core S&P 500 ETF with a value of $23.8M.
Examining the 13F form we can see an increase of $87.9M in the current position value, from $946M to 1.03B.
Certified Advisory Corp is based out at Altamonte Springs, FL
Below you can find more details about Certified Advisory Corp portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 315
- Current Value $1.03 Billion
- Prior Value $946 Million
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 22 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks